Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368B
AUM Growth
-$62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,004
New
Increased
Reduced
Closed

Top Buys

1
+$3.96B
2
+$2.44B
3
+$2.36B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.95B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.62B

Top Sells

1
+$899M
2
+$741M
3
+$657M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$529M
5
T icon
AT&T
T
+$475M

Sector Composition

1 Technology 16.07%
2 Healthcare 10.42%
3 Financials 7.81%
4 Consumer Discretionary 7.33%
5 Communication Services 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3851
$986K ﹤0.01%
49,319
-11,401
3852
$983K ﹤0.01%
95,407
-30,129
3853
$983K ﹤0.01%
607,333
+155,775
3854
$982K ﹤0.01%
28,142
-5,601
3855
$982K ﹤0.01%
65,129
-9,957
3856
$981K ﹤0.01%
202,197
-63,715
3857
$980K ﹤0.01%
33,307
-245,826
3858
$979K ﹤0.01%
84,210
+2,780
3859
$978K ﹤0.01%
36,244
-149,323
3860
$977K ﹤0.01%
15,065
-19,513
3861
$977K ﹤0.01%
33,889
-43,555
3862
$977K ﹤0.01%
51,109
-576,939
3863
$977K ﹤0.01%
112,136
+31,896
3864
$975K ﹤0.01%
61,295
-30,802
3865
$974K ﹤0.01%
23,919
-5,488
3866
$974K ﹤0.01%
38,897
-9,400
3867
$970K ﹤0.01%
937,734
-303,948
3868
$970K ﹤0.01%
62,450
+24,331
3869
$967K ﹤0.01%
271,664
+236,248
3870
$966K ﹤0.01%
105,337
-6,131
3871
$966K ﹤0.01%
35,791
+6,140
3872
$964K ﹤0.01%
25,858
-56,327
3873
$964K ﹤0.01%
78,655
-5,474
3874
$964K ﹤0.01%
48,286
+1,801
3875
$963K ﹤0.01%
82,956
-1,271
153 154
155
156 157